NASDAQ$GORV

Lazydays Holdings Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Announced first quarter 2020 financial results.

Lazydays Holdings, Inc. reported financial results for the first quarter ended March 31, 2020.

  • Reported financial results for Q1 2020.
  • Scheduled a conference call at 10:00 AM Eastern Time on May 7, 2020.
  • Telephonic replay of the conference call will be available until May 14, 2020.
  • Webcast will be archived in the Investor Relations section of the Company’s website.

Headline financials

Total Revenue

$191M

Previous: $173M+10.3%
EPS (adj)

$0.08

Previous: $0.22-63.6%
Capital Expenditures

-$1.77M

Previous: $3.13M-156.7%
Free Cash Flow

$14.4M

Previous: $25.8M-44.3%
Net Income

$2.99M

Previous: $3.8M-21.4%
Operating Income

$6.78M

Previous: $6.06M+12.0%
Gross Profit

$41.5M

Previous: $36.9M+12.2%
Cash & Equivalents

$43.3M

No prior period
Total Assets

$428M

Previous: $390M+9.7%
Stock-Based Comp

$680K

Previous: $1.51M-55.1%

Revenue & EPS history

Lazydays · Revenue · Quarterly

$191M

Q1 2020+10.3%vs Q1 2019
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Lazydays · $266M total across 4 segments · Q3 2023

  • New Vehicle Retail
    $173M
  • Pre-Owned Vehicle Retail
    $75.1M
  • Finance and Insurance
    $16.5M
  • Vehicle Wholesale
    $2.06M

Forward guidance

This news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended.

Tailwinds

  • Lazydays future plans
  • Lazydays projections
  • Lazydays strategies
  • Lazydays expectations
  • impact of its acquisition of its recently acquired dealership at The Villages, Florida and its greenfield start-ups near Houston, Texas and Nashville, Tennessee

Headwinds

  • economic conditions generally
  • conditions in the credit markets and changes in interest rates
  • conditions in the capital markets
  • the global impact of the pandemic outbreak of coronavirus (COVID-19)
  • other factors described from time to time in Lazydays’ SEC reports and filings

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 11 quarterly earnings reports

Historical avg

-2.5%

Avg return

Earnings day

-9.6%

Avg return

5 days after

-12.6%

Avg return

30 days after

34%

10 / 29 earnings

Positive

+23.4%

Q1 2020

Best reaction

-30.8%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-19.6%-30.4%
Q2 2025-3.6%-16.2%-41.8%
Q1 2025-14.2%+17.1%+53.5%
Q4 2024-30.8%-52.1%-57.9%
Q3 2024-20.3%-9.8%-32.0%
Q2 2024-7.6%-22.6%-40.6%
Q1 2024-4.4%-1.6%-16.4%
Q4 2023+18.2%+18.7%+1.1%
Q3 2023-9.3%-7.3%+18.1%
Q2 2023+4.2%+2.4%-10.1%
Q1 2023-4.8%-9.2%-3.5%
Q4 2022-7.9%-3.9%-8.9%
Q3 2022+8.9%
Q2 2022+1.1%
Q1 2022-1.9%
Q4 2021+17.4%
Q3 2021-2.2%
Q2 2021+18.9%
Q1 2021-7.0%
Q4 2020-4.1%
Q3 2020+6.9%
Q2 2020-3.7%
Q1 2020+23.4%
Q4 2019-21.5%
Q3 2019+14.4%
Q2 2019+3.4%
Q1 2019-5.6%
Q4 2018-7.7%
Q3 2018-14.3%

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